CRM Specialist

CRM Specialist

London Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join our Marketing and Growth team to execute campaigns and automate processes.
  • Company: A leading accountancy firm focused on innovation and growth.
  • Benefits: Enjoy a competitive salary and opportunities for professional development.
  • Why this job: Be part of a dynamic team that values collaboration and data-driven strategies.
  • Qualifications: 3+ years in CRM roles with expertise in Dynamics-365 and PowerAutomate.
  • Other info: Ideal for tech-savvy individuals eager to learn and grow in digital marketing.

The predicted salary is between 36000 - 60000 £ per year.

Location: London
Salary: Market Rate
Salary band: Dependant upon experience
Contract type: Permanent
Date posted:

A leading accountancy firm is looking for a skilled and proactive CRM Specialist to join their Marketing and Growth team. The role will involve executing campaigns, automating processes, and supporting the development of data-driven strategy to ensure seamless collaboration across the teams. The ideal candidate will have excellent communication skills, be able to make strong relationships with stakeholders, and is proficient in data analysis.

The Responsibilities:

  • Collaborate with the CRM Manager to develop and optimise the system to align with business objectives.
  • Lead efforts to understand business needs, gather requirements, and communicate with stakeholders.
  • Implement automated workflows using PowerAutomate to improve efficiency and reduce manual processes.
  • Support back-end development and configuration of Dynamics365, including managing tables, fields, forms, and views.
  • Play a key role in training and supporting end-users to optimize system usage.
  • Measure and track sales pipeline, client experiences, and service quality levels with the CRM Manager.
  • Analyse client data to identify opportunities for growth through segmentation, behaviour patterns, and preferences.

The Candidate:

  • 3+ years of experience in CRM roles with expertise in optimising and configuring Dynamics-365 systems, including backend work.
  • Skilled in creating automated workflows using PowerAutomate and integrating CRM systems with other platforms.
  • Strong communication skills with the ability to engage stakeholders at all levels and a keen eye for detail in data analysis and system customisation.
  • Proficient in building customer journeys for lifecycle stages like onboarding, retention, and reactivation, with problem-solving and analytical skills.
  • Tech-savvy and eager to learn, particularly in CRM and digital marketing, with the ability to create PowerBI dashboards a plus.

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CRM Specialist employer: Blue Legal

Join a leading accountancy firm in London that values innovation and collaboration, making it an excellent employer for a CRM Specialist. With a focus on employee growth, you will have access to continuous learning opportunities and the chance to work with cutting-edge technologies like Dynamics365 and PowerAutomate. Enjoy a supportive work culture that encourages strong relationships with stakeholders and fosters a data-driven approach to marketing and growth.
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Contact Detail:

Blue Legal Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land CRM Specialist

✨Tip Number 1

Familiarize yourself with Dynamics 365 and PowerAutomate. Since the role requires expertise in these tools, consider taking online courses or tutorials to enhance your skills and demonstrate your commitment to mastering the necessary technologies.

✨Tip Number 2

Network with professionals in the CRM field, especially those who work with Dynamics 365. Attend industry events or join relevant online communities to build relationships and gain insights that could help you stand out during the application process.

✨Tip Number 3

Prepare to discuss specific examples of how you've optimized CRM systems in previous roles. Be ready to share your experiences with automating workflows and improving efficiency, as this will showcase your hands-on expertise and problem-solving abilities.

✨Tip Number 4

Highlight your communication skills and ability to engage stakeholders. Think of instances where you've successfully collaborated with different teams or trained end-users, as these experiences will be crucial for the role and can set you apart from other candidates.

We think you need these skills to ace CRM Specialist

CRM System Optimization
Dynamics 365 Configuration
PowerAutomate Workflow Automation
Data Analysis
Stakeholder Engagement
Communication Skills
Customer Journey Mapping
Problem-Solving Skills
Attention to Detail
Technical Aptitude
Integration of CRM Systems
Training and Support for End-Users
Sales Pipeline Measurement
Segmentation and Behaviour Analysis
PowerBI Dashboard Creation

Some tips for your application 🫡

Understand the Role: Take the time to thoroughly read the job description for the CRM Specialist position. Make sure you understand the key responsibilities and required skills, especially around Dynamics-365 and PowerAutomate.

Tailor Your CV: Customize your CV to highlight your experience in CRM roles, particularly your expertise with Dynamics-365 and automated workflows. Use specific examples that demonstrate your ability to optimize systems and engage stakeholders.

Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and your proactive approach. Mention how your background aligns with the company's needs and express your enthusiasm for contributing to their Marketing and Growth team.

Highlight Data Analysis Skills: Since the role emphasizes data analysis, make sure to include any relevant experience you have in analyzing client data and creating customer journeys. Provide examples of how you've used data to drive growth or improve processes.

How to prepare for a job interview at Blue Legal

✨Showcase Your CRM Expertise

Be prepared to discuss your experience with Dynamics 365 and how you've optimized systems in previous roles. Highlight specific examples of automated workflows you've created using PowerAutomate, as this will demonstrate your technical skills and problem-solving abilities.

✨Communicate Effectively

Since strong communication skills are essential for this role, practice articulating your thoughts clearly. Be ready to explain complex data analysis in simple terms, and share how you've successfully engaged stakeholders in past projects.

✨Demonstrate Your Analytical Skills

Prepare to discuss how you've used data analysis to drive business decisions. Bring examples of how you've identified growth opportunities through client segmentation and behavior patterns, showcasing your ability to leverage data for strategic insights.

✨Emphasize Collaboration

This role involves working closely with various teams, so be ready to talk about your collaborative experiences. Share instances where you've worked with cross-functional teams to achieve common goals, and how you supported end-users in optimizing system usage.

CRM Specialist
Blue Legal
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  • CRM Specialist

    London
    Full-Time
    36000 - 60000 £ / year (est.)

    Application deadline: 2027-05-23

  • B

    Blue Legal

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